WHITMAN COLLEGE BOARD OF TRUSTEES: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WHITMAN COLLEGE BOARD OF TRUSTEES (EIN 91-0567740)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-11
- IRS object ID
- 201821319349304612
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-11T16:01:41-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910567740 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Board of Trustees of Whitman College | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOAR | BusinessNameControlTxt |
| Phone | 5095275592 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 Boyer Ave | AddressLine1Txt |
| City | Walla Walla | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 993622067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Peter Harvey | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2018-05-10 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kathleen Murray | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 Boyer Ave | AddressLine1Txt |
| City | Walla Walla | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 993622067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $206,396,311 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.whitman.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1859 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | The mission of Whitman College is to provide an excellent, well-rounded liberal arts and sciences undergraduate education. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 1908 | TotalEmployeeCnt |
| Total Volunteers | 909 | TotalVolunteersCnt |
| Total Gross UBI | -$837,163 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,276,959 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,874,836 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $79,445,925 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $83,624,742 | CYProgramServiceRevenueAmt |
| PY Investment Income | $13,796,995 | PYInvestmentIncomeAmt |
| CY Investment Income | $16,715,410 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,271,745 | PYOtherRevenueAmt |
| CY Other Revenue | $1,028,599 | CYOtherRevenueAmt |
| PY Total Revenue | $110,791,624 | PYTotalRevenueAmt |
| CY Total Revenue | $111,243,587 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $24,475,537 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $25,528,147 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $47,730,394 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $49,638,670 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,048,159 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $36,573,010 | PYOtherExpensesAmt |
| CY Other Expenses | $45,084,555 | CYOtherExpensesAmt |
| PY Total Expenses | $108,778,941 | PYTotalExpensesAmt |
| CY Total Expenses | $120,251,372 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,012,683 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$9,007,785 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $692,076,192 | TotalAssetsBOYAmt |
| Total Assets EOY | $767,088,763 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $104,493,011 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $116,615,816 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $587,583,181 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $650,472,947 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The mission of Whitman College is to provide an excellent, well-rounded liberal arts and sciences undergraduate education. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $13,631,844 | ExpenseAmt |
| Revenue | $10,074,344 | RevenueAmt |
| Desc | AUXILIARY ENTERPRISES: 774 STUDENTS IN COLLEGE-PROVIDED HOUSING, 710 STUDENTS IN COLLEGE-PROVIDED BOARD PLANS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $52,320,584 | ExpenseAmt |
| Revenue | $73,550,398 | RevenueAmt |
| Desc | ACADEMIC INSTRUCTION, SUPPORT AND OTHER PROGRAMS: 1,493 FULL TIME EQUIVALENT STUDENTS, 374 GRADUATES | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $25,528,147 | ExpenseAmt |
| Grant | $25,528,147 | GrantAmt |
| Desc | INSTITUTIONAL FINANCIAL AID 1,151 STUDENTS RECEIVING INSTRUCTIONAL SCHOLARSHIPS, 539 STUDENTS RECEIVING FEDERAL LOANS OR GRANTS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $91,480,575 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 2720 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1908 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Walter Froese Controller | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5095274936 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 Boyer Ave | AddressLine1Txt |
| City | Walla Walla | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99362 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Bradley M McMurchie | |||||||||
| Chair | 1.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Nancy B Serrurier | |||||||||
| Vice Chair | 1.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Janice M Abraham | |||||||||
| Trustee | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Megan Ferguson Clubb | |||||||||
| Trustee | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Joseph C Davis | |||||||||
| Trustee | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Christina M Dawson | |||||||||
| Trustee | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Richard Fade | |||||||||
| Trustee | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Barbara S Feigin | |||||||||
| Trustee | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Stephen E Hammond | |||||||||
| Trustee | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Gordon H Keane | |||||||||
| Trustee | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Tricia P Montgomery | |||||||||
| Trustee | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| James R Moore | |||||||||
| Trustee | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| William R Neff | |||||||||
| Trustee | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Dean Allen Nichols | |||||||||
| Trustee | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Akshay Anand Shetty | |||||||||
| Trustee | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Jonathan Sposato | |||||||||
| Trustee | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Denise Tabbutt | |||||||||
| Trustee | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Sarah O Wang | |||||||||
| Trustee | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| William G Way | |||||||||
| Trustee | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Court G Wyckoff | |||||||||
| Trustee | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Kathleen Murray | |||||||||
| President | 40.0 | Yes (X) | $454,542 | $0 | $75,718 | ||||
| Peter Harvey | |||||||||
| CFO | 40.0 | Yes (X) | $239,268 | $0 | $73,569 | ||||
| John W Bogley | |||||||||
| VP for Development | 40.0 | $233,251 | $0 | $67,374 | Yes (X) | ||||
| Tony Cabasco | |||||||||
| Dean of Admission & Financial Aid | 40.0 | $160,839 | $0 | $29,673 | Yes (X) | ||||
| Charles E Cleveland | |||||||||
| Dean of Students | 40.0 | $177,957 | $0 | $36,203 | Yes (X) | ||||
| Patrick Spencer | |||||||||
| Provost/Dean of Faculty Interim | 40.0 | $165,083 | $0 | $30,922 | Yes (X) | ||||
| Dan M Terrio | |||||||||
| Chief Information Officer | 40.0 | $161,543 | $0 | $31,712 | Yes (X) | ||||
| Patrick Keef | |||||||||
| Faculty | 40.0 | $159,562 | $0 | $24,645 | Yes (X) | ||||
| Christopher Ponce | |||||||||
| Associate VP for Development | 40.0 | $181,788 | $0 | $40,846 | Yes (X) | ||||
| Paul Apostolidis | |||||||||
| Faculty | 40.0 | $159,562 | $0 | $59,040 | Yes (X) | ||||
| Susan Pickett | |||||||||
| Faculty | 40.0 | $151,026 | $0 | $23,323 | Yes (X) | ||||
| David F Schmitz | |||||||||
| Faculty | 40.0 | $174,801 | $0 | $28,462 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,419,222 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $521,487 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 37 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (true) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Bon Appetit | ||||||
| P O BOX 417632 | BOSTON | MA | 02241 | FOOD SERVICES | $4,402,862 | |
| Zimmer Gunsul Frasca Architects LLP | ||||||
| 320 SW Oak St | Portland | OR | 97204 | Architects | $2,035,097 | Ste 500 |
| Leone & Keeble | ||||||
| PO Box 2747 | Spokane | WA | 99220 | CONSTRUCTION | $1,277,016 | |
| Opp & Seibold | ||||||
| 1220 West Poplar | Walla Walla | WA | 99362 | CONSTRUCTION | $980,619 | |
| Gillespie Roofing | ||||||
| 3400 East Isaacs Ave | Walla Walla | WA | 80202 | Construction | $349,828 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 22 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Government Grants | $714,049 | GovernmentGrantsAmt |
| All Other Contributions | $9,160,787 | AllOtherContributionsAmt |
| Noncash Contributions | $4,336,182 | NoncashContributionsAmt |
| Total Contributions | $9,874,836 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| Student Tuition & Fees | $71,870,489 | $71,870,489 |
| Housing & meal services | $9,086,255 | $9,086,255 |
| Bookstore | $988,089 | $988,089 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,679,909 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,679,909 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $83,624,742 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,956,476 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$850,742 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,807,218 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,260,368 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,245,348 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,015,020 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,015,020 | TotalRevenueColumnAmt |
| Exclusion | $1,015,020 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $105,648,068 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $93,889,134 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,758,934 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,758,934 | TotalRevenueColumnAmt |
| Exclusion | $11,758,934 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $31,821 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $18,242 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,579 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $13,579 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Income | Desc |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $111,243,587 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $83,624,742 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$837,163 | UnrelatedBusinessRevenueAmt |
| Exclusion | $18,581,172 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,755,113 | TotalAmt |
| Program Services | $24,755,113 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $773,034 | TotalAmt |
| Program Services | $773,034 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,864,027 | TotalAmt |
| Program Services | $591,147 | ProgramServicesAmt |
| Management And General | $931,201 | ManagementAndGeneralAmt |
| Fundraising | $341,679 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,984,493 | TotalAmt |
| Program Services | $27,236,722 | ProgramServicesAmt |
| Management And General | $6,349,879 | ManagementAndGeneralAmt |
| Fundraising | $1,397,892 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,231,176 | TotalAmt |
| Program Services | $2,440,172 | ProgramServicesAmt |
| Management And General | $638,464 | ManagementAndGeneralAmt |
| Fundraising | $152,540 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,691,705 | TotalAmt |
| Program Services | $5,053,551 | ProgramServicesAmt |
| Management And General | $1,322,247 | ManagementAndGeneralAmt |
| Fundraising | $315,907 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,867,269 | TotalAmt |
| Program Services | $2,165,351 | ProgramServicesAmt |
| Management And General | $566,558 | ManagementAndGeneralAmt |
| Fundraising | $135,360 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,761 | TotalAmt |
| Management And General | $100,761 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,000 | TotalAmt |
| Management And General | $102,000 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,200 | TotalAmt |
| Management And General | $3,200 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,739,755 | TotalAmt |
| Management And General | $11,739,755 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,397,627 | TotalAmt |
| Program Services | $6,327,045 | ProgramServicesAmt |
| Management And General | $1,005,230 | ManagementAndGeneralAmt |
| Fundraising | $65,352 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,682,259 | TotalAmt |
| Program Services | $673,346 | ProgramServicesAmt |
| Management And General | $841,413 | ManagementAndGeneralAmt |
| Fundraising | $167,500 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,305,281 | TotalAmt |
| Program Services | $2,166,964 | ProgramServicesAmt |
| Management And General | $124,485 | ManagementAndGeneralAmt |
| Fundraising | $13,832 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,408,610 | TotalAmt |
| Program Services | $2,826,724 | ProgramServicesAmt |
| Management And General | $451,051 | ManagementAndGeneralAmt |
| Fundraising | $130,835 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,880,219 | TotalAmt |
| Program Services | $1,767,406 | ProgramServicesAmt |
| Management And General | $101,532 | ManagementAndGeneralAmt |
| Fundraising | $11,281 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,596,924 | TotalAmt |
| Program Services | $6,201,109 | ProgramServicesAmt |
| Management And General | $356,233 | ManagementAndGeneralAmt |
| Fundraising | $39,582 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $636,275 | TotalAmt |
| Program Services | $218,540 | ProgramServicesAmt |
| Management And General | $417,735 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Communications | $1,340,370 | $931,316 | $152,431 | $256,623 |
| Supplies | $8,126,551 | $7,588,312 | $518,463 | $19,776 |
| Paul Garrett Expenses | -$235,277 | -$235,277 | ||
| 21st Century Trust Expenses |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,251,372 | TotalAmt |
| Program Services | $91,480,575 | ProgramServicesAmt |
| Management And General | $25,722,638 | ManagementAndGeneralAmt |
| Fundraising | $3,048,159 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $761,909 | BOYAmt |
| EOY | $19,837,295 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,802,291 | BOYAmt |
| EOY | $22,482,980 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,181,380 | BOYAmt |
| EOY | $19,696,306 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $653,079 | BOYAmt |
| EOY | $427,154 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,927 | BOYAmt |
| EOY | $259,013 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $645,105 | BOYAmt |
| EOY | $699,033 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $222,463,643 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $80,680,314 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,408,288 | BOYAmt |
| EOY | $141,783,329 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,808,461 | BOYAmt |
| EOY | $237,221,255 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $276,292,388 | BOYAmt |
| EOY | $320,750,733 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,887,501 | BOYAmt |
| EOY | $2,536,242 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,369,863 | BOYAmt |
| EOY | $1,395,423 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $692,076,192 | BOYAmt |
| EOY | $767,088,763 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,004,052 | BOYAmt |
| EOY | $8,173,723 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,221,126 | BOYAmt |
| EOY | $3,020,544 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,193,649 | BOYAmt |
| EOY | $1,416,262 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,889,904 | BOYAmt |
| EOY | $72,090,590 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,184,280 | BOYAmt |
| EOY | $31,914,697 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,493,011 | BOYAmt |
| EOY | $116,615,816 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,271,367 | BOYAmt |
| EOY | $264,788,184 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,954,603 | BOYAmt |
| EOY | $209,320,366 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,357,211 | BOYAmt |
| EOY | $176,364,397 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $587,583,181 | BOYAmt |
| EOY | $650,472,947 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $692,076,192 | BOYAmt |
| EOY | $767,088,763 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$9,007,785 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $67,033,043 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$215,052 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $5,079,560 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,383,938 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,953,236 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,672,977 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,276,959 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,874,836 | CurrentTaxYearAmt |
| Total | $71,161,946 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,383,938 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,953,236 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,672,977 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,276,959 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,874,836 | CurrentTaxYearAmt |
| Total | $71,161,946 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,093,041 | SubstantialContributorsTotAmt |
| Public Support Total170 | $63,068,905 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,059,830 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,873,362 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,840,846 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,670,232 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,999,485 | CurrentTaxYearAmt |
| Total | $33,443,755 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $104,605,701 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $390,800,733 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.6029 | PublicSupportCY170Pct |
| Public Support PY170 | 0.6283 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part I, Line 2 Schedule A, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Whitman College also qualifies for public charity status as a school described in section 170(b)(1)(A)(ii). | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (true) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $3,200 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $3,200 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | $3,200 is the amount of dues paid to the Independent Colleges of Washington allocated to lobbying efforts by ICW. |
| Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | $3,200 is the amount of dues paid to the Independent Colleges of Washington allocated to lobbying efforts by ICW. |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $264,805 | RevenuesIncludedAmt |
| Assets Included | $2,130,377 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $451,574,678 | BeginningYearBalanceAmt |
| Contributions | $3,489,422 | ContributionsAmt |
| Investment Earnings Or Losses | $72,412,669 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $9,543,650 | GrantsOrScholarshipsAmt |
| Other Expenditures | $14,078,112 | OtherExpendituresAmt |
| Administrative Expenses | $11,101,313 | AdministrativeExpensesAmt |
| End Year Balance | $492,753,694 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $485,516,507 | BeginningYearBalanceAmt |
| Contributions | $3,982,729 | ContributionsAmt |
| Investment Earnings Or Losses | -$11,935,555 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,808,436 | GrantsOrScholarshipsAmt |
| Other Expenditures | $12,838,589 | OtherExpendituresAmt |
| Administrative Expenses | $4,341,978 | AdministrativeExpensesAmt |
| End Year Balance | $451,574,678 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $477,132,462 | BeginningYearBalanceAmt |
| Contributions | $14,097,456 | ContributionsAmt |
| Investment Earnings Or Losses | $21,872,078 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,160,101 | GrantsOrScholarshipsAmt |
| Other Expenditures | $11,877,583 | OtherExpendituresAmt |
| Administrative Expenses | $7,547,805 | AdministrativeExpensesAmt |
| End Year Balance | $485,516,507 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $414,542,107 | BeginningYearBalanceAmt |
| Contributions | $7,296,996 | ContributionsAmt |
| Investment Earnings Or Losses | $81,310,916 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,636,808 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,893,190 | OtherExpendituresAmt |
| Administrative Expenses | $7,487,559 | AdministrativeExpensesAmt |
| End Year Balance | $477,132,462 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $373,745,231 | BeginningYearBalanceAmt |
| Contributions | $9,015,129 | ContributionsAmt |
| Investment Earnings Or Losses | $56,191,946 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,310,481 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,163,852 | OtherExpendituresAmt |
| Administrative Expenses | $6,935,866 | AdministrativeExpensesAmt |
| End Year Balance | $414,542,107 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.3 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.33 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.37 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $7,797,909 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $8,366,060 | OtherCostOrOtherBasisAmt |
| Book Value | $16,163,969 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $5,726,953 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $193,843,270 | OtherCostOrOtherBasisAmt |
| Depreciation | $78,137,860 | DepreciationAmt |
| Book Value | $121,432,363 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,599,074 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,542,454 | DepreciationAmt |
| Book Value | $2,056,620 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,130,377 | OtherCostOrOtherBasisAmt |
| Book Value | $2,130,377 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $141,783,329 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Commingled Trusts | $39,234,194 | F |
| Investment Shares Belonging to Related Entities | -$4,940,050 | F |
| Alternative Investments | $286,456,589 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $320,750,733 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| Post Retirement Benefit Obligation | $5,391,601 |
| Split interest agreements | $11,038,045 |
| Interest rate exchange agreements | $12,610,000 |
| Med/Dental insurance terminal liability | $640,155 |
| Deferred Compensation | $1,395,423 |
| Asset retirement obligation | $839,473 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $31,914,697 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $146,716,974 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $67,033,043 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $6,484,686 | OtherRevenueAmt |
| Revenue Not Reported | $73,517,729 | RevenueNotReportedAmt |
| Revenue Subtotal | $73,199,245 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $11,739,755 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $26,304,587 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $38,044,342 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $111,243,587 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $83,218,746 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $235,276 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $235,276 | ExpensesNotReportedAmt |
| Expenses Subtotal | $82,983,470 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $11,739,755 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $25,528,147 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $37,267,902 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $120,251,372 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 4 Collections of art - description of collections | The College has collections of works of art and rare books that are utilized by the students in their studies and the faculty in their research. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | Endowment funds are used solely to support the mission of Whitman College for costs such as financial aid to students, faculty salaries and to support the library |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | Management believes they have no uncertain tax positions and in addition, unrelated business income tax for Whitman College and Paul Garrett Whitman Foundation, if any, is immaterial. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | Paul Garrett & 21st Century Trust Revenues - 628686 Gain on interest rate exchange agreements - 5856000 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | Institutional Financial Aid - 25528147 Decrease in split-interest agreements - 1627182 Loss from partnership investments - -850742 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | Paul Garrett Expenses - 235276 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | Institutional Financial Aid - 25528147 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | The College makes its policy of non-discrimination known through the College website, the annual catalog, and other materials. Additionally, the College places an advertisement which describes its policy in a regional newspaper each year. |
| Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT | The College receives funds from the Department of Education to be given to Whitman students in the forms of grants and loans. The College also receives funds from other federal agencies in the form of grants for research equipment, study, or other efforts as stipulated in each individual grant. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (23 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Program Services | FACULTY STAFF CONFERENCES AND RESEARCH | $2,669 |
| East Asia and the Pacific | 0 | 0 | Grantmaking | STUDENT FINANCIAL AID | $96,543 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Grantmaking | STUDENT FINANCIAL AID | $398,892 |
| North America (Canada & Mexico only) | 0 | 0 | Grantmaking | STUDENT FINANCIAL AID | $16,568 |
| South America | 0 | 0 | Grantmaking | STUDENT FINANCIAL AID | $103,563 |
| Central America and the Caribbean | 0 | 0 | Grantmaking | STUDENT FINANCIAL AID | $152,218 |
| East Asia and the Pacific | 0 | 0 | Program Services | FACULTY AND STAFF CONFERENCES AND RESEARCH | $73,403 |
| East Asia and the Pacific | 0 | 0 | Program Services | OFF CAMPUS STUDIES | $124,297 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | FACULTY AND STAFF CONFERENCES AND RESEARCH | $145,752 |
| Middle East and North Africa | 0 | 0 | Program Services | FACULTY AND STAFF CONFERENCES AND RESEARCH | $1,853 |
| South America | 0 | 0 | Program Services | OFF CAMPUS STUDIES | $124,086 |
| North America (Canada & Mexico only) | 0 | 0 | Program Services | Off Campus Studies | $12,300 |
| Central America and the Caribbean | 0 | 0 | Program Services | OFF CAMPUS STUDIES | $366,718 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | Off Campus Studies | $970,104 |
| Middle East and North Africa | 0 | 0 | Program Services | Off Campus Studies | $47,355 |
| North America (Canada & Mexico only) | 0 | Program Services | FACULTY AND STAFF CONFERENCES AND RESEARCH | $11,952 | |
| South America | 0 | 0 | Program Services | FACULTY AND STAFF CONFERENCES AND RESEARCH | $1,527 |
| Sub-Saharan Africa | 0 | 0 | Program Services | FACULTY AND STAFF CONFERENCES AND RESEARCH | $3,562 |
| Central America and the Caribbean | 0 | 0 | Investments | $233,239,000 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | $1,227,000 | |
| Russia and Neighboring States | 0 | 0 | Program Services | Faculty and staff conferences and research | $1,006 |
| Middle East and North Africa | 0 | 0 | Grantmaking | Student Financial Aid | $5,250 |
| South Asia | 0 | 0 | Program Services | Faculty and staff conferences and research | $14,416 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $2,648,273 | SubtotalSpentAmt |
| Continuation Spent | $234,491,761 | ContinuationSpentAmt |
| Total Spent | $237,140,034 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (6 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| STUDENT FINANCIAL AID | East Asia and the Pacific | 6 | $96,543 | Wire transfer or check |
| STUDENT FINANCIAL AID | Europe (Including Iceland and Greenland) | 38 | $398,892 | Wire transfer or check |
| STUDENT FINANCIAL AID | North America (Canada & Mexico only) | 1 | $16,568 | Wire transfer or check |
| STUDENT FINANCIAL AID | South America | 7 | $103,563 | Wire transfer or check |
| STUDENT FINANCIAL AID | Central America and the Caribbean | 17 | $152,218 | Wire transfer or check |
| Student Financial Aid | Middle East and North Africa | 1 | $5,250 | Wire transfer or check |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds | The grantmaking activities shown in parts I and III involve College financial aid funds delivered to enrolled students' individual accounts. The aid is to help defray the cost of certain study programs taking place in foreign countries. All such programs are closely vetted by the College to ensure the recipients are of high academic quality and financially stable. Any aid delivered to such students is governed by the processes outlined in Schedule E. |
| Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS | The grantmaking activities shown in parts I and III involve College financial aid funds delivered to enrolled students' individual accounts. The aid is to help defray the cost of certain study programs taking place in foreign countries. All such programs are closely vetted by the College to ensure the recipients are of high academic quality and financially stable. Any aid delivered to such students is governed by the processes outlined in Schedule E. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | INSTITUTIONAL FINANCIAL AID | GrantTypeTxt |
| Recipient | 1151 | RecipientCnt |
| Cash Grant | $24,755,113 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | The College awards scholarships using established policies on the basis of both need and scholarship merit. Awards to students with need are based on the students' financial information contained in the financial aid profile filed with the college scholarship services and the free application for financial aid filed with the federal processor. All aid is objectively determined and awarded on an equal basis to recipients with similar attributes. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Kathleen Murray | ||||||||||||||
| President | $441,886 | $0 | $0 | $0 | $12,656 | $0 | $50,292 | $0 | $25,426 | $0 | $530,260 | $0 | $0 | $0 |
| Peter Harvey | ||||||||||||||
| CFO | $239,268 | $0 | $0 | $0 | $0 | $0 | $39,693 | $0 | $33,876 | $0 | $312,837 | $0 | $0 | $0 |
| John W Bogley | ||||||||||||||
| VP for Development | $221,183 | $0 | $10,000 | $0 | $2,068 | $0 | $22,881 | $0 | $44,493 | $0 | $300,625 | $0 | $0 | $0 |
| Tony Cabasco | ||||||||||||||
| Dean of Admission & Financial Aid | $160,839 | $0 | $0 | $0 | $0 | $0 | $16,406 | $0 | $13,267 | $0 | $190,512 | $0 | $0 | $0 |
| Charles E Cleveland | ||||||||||||||
| Dean of Students | $177,957 | $0 | $0 | $0 | $0 | $0 | $18,268 | $0 | $17,935 | $0 | $214,160 | $0 | $0 | $0 |
| Patrick Spencer | ||||||||||||||
| Provost/Dean of Faculty Interim | $165,083 | $0 | $0 | $0 | $0 | $0 | $16,568 | $0 | $14,354 | $0 | $196,005 | $0 | $0 | $0 |
| Dan M Terrio | ||||||||||||||
| Chief Information Officer | $161,543 | $0 | $0 | $0 | $0 | $0 | $16,638 | $0 | $15,074 | $0 | $193,255 | $0 | $0 | $0 |
| Patrick Keef | ||||||||||||||
| Faculty | $159,562 | $0 | $0 | $0 | $0 | $0 | $16,914 | $0 | $7,731 | $0 | $184,207 | $0 | $0 | $0 |
| Christopher Ponce | ||||||||||||||
| Associate VP for Development | $171,788 | $0 | $10,000 | $0 | $0 | $0 | $18,028 | $0 | $22,818 | $0 | $222,634 | $0 | $0 | $0 |
| Paul Apostolidis | ||||||||||||||
| Faculty | $159,562 | $0 | $0 | $0 | $0 | $0 | $15,457 | $0 | $43,583 | $0 | $218,602 | $0 | $0 | $0 |
| Susan Pickett | ||||||||||||||
| Faculty | $151,026 | $0 | $0 | $0 | $0 | $0 | $15,096 | $0 | $8,227 | $0 | $174,349 | $0 | $0 | $0 |
| David F Schmitz | ||||||||||||||
| Faculty | $174,801 | $0 | $0 | $0 | $0 | $0 | $17,585 | $0 | $10,877 | $0 | $203,263 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Travel for companions | When the spouses of key employees accompany them on College-related business trips at the request of the College, the incremental travel costs are included in the employee's taxable income. |
| Schedule J, Part I, Line 1a Tax indemnification and gross-up payments | When the spouses of key employees accompany them on College-related business trips at the request of the College, the incremental travel costs are included in the employee's taxable income. These payments are grossed up so there is no negative tax effect on the employee. |
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | The College President is required, as a condition of employment and for the convenience of the College, to maintain his (her) personal residence in a house provided by the College. This house is located on the edge of the campus and the provision of such is not considered taxable compensation. |
| Schedule J, Part I, Line 1a Health or social club dues or initiation fees | The College President and the Vice President of Development are provided memberships in social clubs by the College. The amounts paid for dues are included in their W-2's as taxable compensation. |
| Schedule J, Part I, Line 1a Personal services | The President's personal residence (owned by the College) is provided cleaning services and yard care by the College. This is not considered taxable compensation. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Washington Higher Education Facilities Authority | ||||||||
| A | 911306482 | 939781VM9 | 2004-11-23 | $28,770,000 | Refund A Bond Issue from 1999 | false | false | false |
| Washington Higher Education Facilities Authority | ||||||||
| B | 911306482 | 939781A34 | 2008-06-10 | $30,395,000 | Facilities Construction | false | false | false |
| Washington Higher Education Facilities | ||||||||
| C | 911306482 | 939781U57 | 2017-01-05 | $18,303,824 | Facilities Construction | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $28,770,000 | $0 | $0 | $0 | $232,781 | $0 | $0 | $0 | $28,442,263 | $0 | 2004 | false | Yes (true) | Yes (true) | Yes (true) |
| B | $795,000 | $0 | $30,395,000 | $0 | $0 | $0 | $282,842 | $0 | $0 | $30,000,000 | $0 | $0 | 2010 | false | false | Yes (true) | Yes (true) |
| C | $0 | $0 | $18,315,448 | $16,588,287 | $376,053 | $0 | $325,296 | $0 | $0 | $1,025,803 | $0 | $0 | false | false | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Total Private Business UseTotalPrivateBusinessUsePct | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0.0 | Yes (true) | ||||||||
| B | 0.0 | Yes (true) | false | false | false | false | 0.0 | 0.0 | Yes (true) | false |
| C | 0.0 | Yes (true) | false | false | false | false | false | false |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JP Morgan | ||||||||||||
| A | Yes (true) | Yes (true) | Yes (true) | 25.0 | false | false | false | false | Yes (true) | |||
| BNY Mellon | ||||||||||||
| B | Yes (true) | Yes (true) | Yes (true) | 30.0 | Yes (true) | false | Yes (true) | false | Yes (true) | AIG Matching Fund | 3.1 | Yes (true) |
| (no name) | ||||||||||||
| C | false | false | false | false | false | Yes (true) | ||||||
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $2,700 | CashGrantAmt |
| Type Of Assistance | Scholarship | TypeOfAssistanceTxt |
| Assistance Purpose | Education | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kathryn Bogley | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Family member of key employee John Bogley | RelationshipDescriptionTxt |
| Transaction | $25,258 | TransactionAmt |
| Transaction | Employment | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $33,439 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,227 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 71 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,249,211 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $52,305 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Sound equipment, travel vouchers, thermal imager and musical cds | Desc |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $27,222 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Art - Works of art - Number of items Securities - Publicly traded - Number of contributions Collectibles - Number of contributions Other - Sound equipment, travel vouchers, thermal imager and musical cds Numer of contributions Books and publications - Number of contributions | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b Review of form 990 by governing body | An electronic draft copy is provided to the Audit Committee via the Whitman College website. The Committee discusses and provides input to management. The Committee next accepts the Form 990 and it is made available to the Board of Trustees for review. After the Trustees have provided their input and all questions are resolved, the Form 990 is then filed with the IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | Trustees, officers, and key employees are given a questionnaire annually. The questionnaire includes the College's conflict of interest policy and asks each individual about the existence of conflicts of interest, as well as other payments or situations which could be construed to present a conflict. If an individual answers any question in the affirmative, they are asked to describe the situation in their response. If there are any concerns relative to any one individual's response, management follows up to discuss how best to deal with any identified situations. Management verifies all identified individuals have responded. All the responses are retained in accordance with the College's file retention policy. Trustees are reminded of potential conflicts at each meeting. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | The Trustees delegated authority for setting the President's compensation to the Executive Committee of the Board. Comparable data from peer institutions was used in the discussion to set the President's compensation. Those discussions are summarized in a memo from the Chair of the Board to the CFO. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | Comparable data from peer institutions for each position was used to set the compensation for officers and key employees.The Trustees approved the compensation packages of the College's officers and key employees. |
| Form 990, Part VI, Line 19 Required documents available to the public | The College provides access to its financial statements via its website. The College's governing documents and conflict of interest policy are available upon request. |
| Form 990, Part VIII, Line 2f Other Program Service Revenue | Miscellaneous Income - Total Revenue: 1679909, Related or Exempt Function Revenue: 1679909, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Gain on interest rate exchange agreements - 5856000; Change in split interest agreements - -1627182; UBI Loss from Partnerships - 850742; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| WHITMAN COLLEGE PAUL GARRETT FOUNDATION | ||||||||||
| 345 BOYER AVENUE | WALLA WALLA | WA | 99362 | 911648072 | Provide Support for Whitman College | WA | 501(c)(3) | Type I | BOARD OF TRUSTEES OF WHITMAN COLLEGE | Yes (true) |
| WHITMAN COLLEGE 21ST CENTURY TRUST | ||||||||||
| 345 BOYER AVENUE | WALLA WALLA | WA | 99362 | 916526001 | Provide support for Whitman College | WA | 501(c)(3) | Type I | BOARD OF TRUSTEES OF WHITMAN COLLEGE | Yes (true) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|
| CHARITABLE LEAD ANNUITY TRUST (1) | ||||||
| 345 Boyer Avenue | Walla Walla | WA | 99362 | HOLDINGS | WA | NA |
| CHARITABLE REMAINDER TRUSTS (31) | ||||||
| 345 Boyer Avenue | Walla Walla | WA | 99362 | HOLDINGS | WA | NA |
| POOLED INCOME FUNDS (3) | ||||||
| 345 Boyer Avenue | Walla Walla | WA | 99362 | HOLDINGS | WA | NA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Whitman College Paul Garrett Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $235,276 | InvolvedAmt |
| Method Of Amount Determination | Cash | MethodOfAmountDeterminationTxt |